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Introduction

HubSpot is a CRM platform with all the software, integrations, and resources you need to connect marketing, sales, content management, and customer service.

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Setup

In order to activate the Hubspot connector you will have to:

• Create an app on Hubspot
• Submit your app for review
• Activate the Hubspot integration on the Chift platform

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Create an app on Hubspot Developer Center

1. Log in to Hubspot
2. Click on Create app.
3. Enter a unique name and fill https://chift.app/oauth2/redirect in the field Redirect URLs
4. Click on Create app
5. Keep safe your Client ID, Client Secret because you won’t be able to see it again.
6. You will need the Client ID and Client Secret below

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Activate the Hubspot integration on the Chift platform

1. With the Client ID and Client Secret that you have generated in the previous steps, you can enable the Hubspot connector by going to ‘Connectors’ tab
2. Open the ‘Connectors’ tabs
3. Activate the Hubspot integration and click on “View connector”
4. Enter the Client ID and Client Secret that you have obtained in the previous steps and save.

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Limitations

• Invoices are not present. They are represented as ‘opportunities’ in Hubspot.

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Hubspot coverage